Ep Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,776 shares of IEI stock, worth $322,571. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,776
Previous 3,009 7.74%
Holding current value
$322,571
Previous $347,000 4.32%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$114.73 - $120.23 $26,732 - $28,013
-233 Reduced 7.74%
2,776 $332,000
Q2 2024

Aug 19, 2024
BUY
$113.43 - $115.88 $63,861 - $65,240
563 Added 23.02%
3,009 $347,000
Q1 2024

May 14, 2024
SELL
$114.97 - $117.54 $22,534 - $23,037
-196 Reduced 7.42%
2,446 $283,000
Q4 2023

Feb 28, 2024
BUY
$111.61 - $117.37 $86,497 - $90,961
775 Added 41.51%
2,642 $309,000
Q3 2023

Nov 22, 2023
BUY
$112.76 - $116.14 $210,522 - $216,833
1,867 New
1,867 $211,000

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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